Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Satrix Capped Swix ALSI Fund  |  South African-Equity-General
13.4310    -0.0136    (-0.101%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)


STCSA1 A1-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 7.45% 1074.50 1005.41
6 Mnths* 14.19% 1141.90 1021.99
1 Year 24.00% 1240.00 1027.25
3 Years 13.70% 1469.90 1046.20
5 Years 15.41% 2047.10
10 Years 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.09% 312.34 301.53
6 Mnths* 13.95% 650.77 562.87
1 Year 21.21% 1347.21 1087.05
3 Years 15.89% 4634.79 3283.09
5 Years 13.42% 8579.24 5681.83
10 Years 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Satrix Capped Swix ALSI Fund - A1 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised